Regular investment updates and market views for private clients.
The Threadneedle European Select fund, which is held in our client portfolios, has performed relatively well recently. It may therefore be of interest to provide some background on the fund, why it is appealing and provide some context to its recent good performance. The fund is run by two managers which we hold in high…
The last couple of weeks have seen the release of two items of economic data which are of interest. First, recent figures indicate that retail sales are now above their pre-pandemic level which is a very encouraging sign that the recovery is beginning to take hold. Nonetheless, this should not be too surprising. There was…
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